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Sagar Anantwar
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SimpliFin • 1y

In Investing, 20% = 25%. I haven’t gone crazy… When investing in stocks or smallcases, frequent rebalancing can severely impact your returns due to Short-Term Capital Gains (STCG) Tax. Here’s why: 🔹 Direct Stocks or Smallcase: Frequent rebalancing triggers a 20% STCG tax on gains. So, if your pre-tax returns are 25%, frequent rebalancing can drop it down to about 20%. 🔹 Mutual Funds Advantage: Mutual Funds can rebalance their portfolios without triggering STCG tax. Thus, a 25% return here effectively equates to the same post-tax, unlike direct stocks or smallcases. 🔹 Note on Charges: This comparison doesn’t even include brokerage and other charges that can further eat into your direct stock or smallcase returns. Takeaway? Avoid frequent rebalancing to minimize tax outflows. Mutual Funds offer a tax-efficient alternative, allowing fund managers to handle rebalancing for you. Are you optimizing your portfolio? #Investing #MutualFunds #TaxEfficiency #Simplifin

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